A few weeks ago, I stumbled across the 38 Letters of John D. Rockefeller to His Son. These weren’t ordinary letters. They were filled with advice, reflections, and values that one of the world’s wealthiest men wanted to pass down to his child.   As I read through them, I couldn’t help but imagine what...

The other day, I watched a little boy tell his mother with sparkling eyes, “When I grow up, I want to be rich!” His mother smiled and asked, “And how will you do that?” The boy shrugged, “Easy. I’ll get your money when you’re gone.” It was an innocent remark, but it made me stop...

In estate planning, I often hear clients say: “Yes, I’ve written my Will — but I don’t want to tell my family yet. They’ll find it when the time comes.” While this concern is understandable — especially when people want to avoid premature discussions or potential family tension — from a professional standpoint, not communicating...

The Myth of “One and Done” When most people write a will, they do it with good intentions—and a sense of relief. It feels like a box checked, a task completed. Something responsible adults do, especially after having kids. But here’s the truth that rarely gets said: writing a will isn’t a one-time task. It’s...